n8n-nodes-clientify 0.2.0 → 0.2.2

package/dist/TRIGGERS_REFERENCE.md

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+# Clientify Triggers - Complete Reference
+
+**Package:** n8n-nodes-clientify v0.2.0
+**Total Triggers:** 16
+
+---
+
+## How Triggers Work
+
+1. **Create workflow** in n8n with Clientify Trigger node
+2. **Select event** (e.g., "Contact Created")
+3. **Activate workflow** → Get webhook URL
+4. **Configure in Clientify** → Point event to webhook URL
+5. **Event happens** → Workflow runs automatically
+
+**Webhook URL Format:**
+```
+https://your-n8n-instance.com/webhook/{unique-workflow-id}/webhook
+```
+
+Each workflow gets a unique URL when activated.
+
+---
+
+## 👥 Contact Triggers
+
+### 1. Contact Created
+
+**Event:** `contact.created`
+**When:** New contact added to Clientify
+
+**Input Payload:**
+```json
+{
+  "event": "contact.created",
+  "timestamp": "2025-10-02T15:30:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "contact": {
+      "id": 12345,
+      "first_name": "John",
+      "last_name": "Doe",
+      "email": "john.doe@example.com",
+      "phone": "+1234567890",
+      "company_id": 456,
+      "company_name": "Acme Corp",
+      "created_at": "2025-10-02T15:30:00Z"
+    }
+  }
+}
+```
+
+**Output (Available in Workflow):**
+```json
+{
+  "event": "contact.created",
+  "timestamp": "2025-10-02T15:30:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "contact_id": 12345,
+  "first_name": "John",
+  "last_name": "Doe",
+  "email": "john.doe@example.com",
+  "phone": "+1234567890",
+  "company_id": 456,
+  "company_name": "Acme Corp",
+  "created_at": "2025-10-02T15:30:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Access Data:** `{{$json.first_name}}`, `{{$json.email}}`, etc.
+
+---
+
+### 2. Contact Updated
+
+**Event:** `contact.updated`
+**When:** Contact details modified
+
+**Input Payload:**
+```json
+{
+  "event": "contact.updated",
+  "timestamp": "2025-10-02T16:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "contact": {
+      "id": 12345,
+      "first_name": "John",
+      "last_name": "Doe",
+      "email": "john.new@example.com",
+      "phone": "+1234567890",
+      "company_id": 789,
+      "company_name": "New Corp",
+      "updated_at": "2025-10-02T16:00:00Z"
+    },
+    "changes": {
+      "email": {
+        "old": "john.doe@example.com",
+        "new": "john.new@example.com"
+      },
+      "company_id": {
+        "old": 456,
+        "new": 789
+      }
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "contact.updated",
+  "timestamp": "2025-10-02T16:00:00Z",
+  "contact_id": 12345,
+  "first_name": "John",
+  "last_name": "Doe",
+  "email": "john.new@example.com",
+  "phone": "+1234567890",
+  "company_id": 789,
+  "company_name": "New Corp",
+  "updated_at": "2025-10-02T16:00:00Z",
+  "changes": {
+    "email": { "old": "john.doe@example.com", "new": "john.new@example.com" },
+    "company_id": { "old": 456, "new": 789 }
+  },
+  "_raw": { /* original payload */ }
+}
+```
+
+**Access Changes:** `{{$json.changes.email.old}}`, `{{$json.changes.email.new}}`
+
+---
+
+### 3. Contact Deleted
+
+**Event:** `contact.deleted`
+**When:** Contact removed from Clientify
+
+**Input Payload:**
+```json
+{
+  "event": "contact.deleted",
+  "timestamp": "2025-10-02T17:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "contact": {
+      "id": 12345,
+      "first_name": "John",
+      "last_name": "Doe",
+      "email": "john.doe@example.com"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "contact.deleted",
+  "timestamp": "2025-10-02T17:00:00Z",
+  "contact_id": 12345,
+  "first_name": "John",
+  "last_name": "Doe",
+  "email": "john.doe@example.com",
+  "_raw": { /* original payload */ }
+}
+```
+
+---
+
+## 📊 Company Triggers
+
+### 4. Company Created
+
+**Event:** `company.created`
+**When:** New company added to Clientify
+
+**Input Payload:**
+```json
+{
+  "event": "company.created",
+  "timestamp": "2025-10-02T18:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "company": {
+      "id": 999,
+      "name": "Tech Startup Inc",
+      "domain": "techstartup.com",
+      "industry": "Technology",
+      "size": "50-100",
+      "country": "USA",
+      "created_at": "2025-10-02T18:00:00Z"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "company.created",
+  "timestamp": "2025-10-02T18:00:00Z",
+  "company_id": 999,
+  "name": "Tech Startup Inc",
+  "domain": "techstartup.com",
+  "industry": "Technology",
+  "size": "50-100",
+  "country": "USA",
+  "created_at": "2025-10-02T18:00:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Access Data:** `{{$json.name}}`, `{{$json.domain}}`, `{{$json.industry}}`
+
+---
+
+### 5. Company Updated
+
+**Event:** `company.updated`
+**When:** Company details modified
+
+**Input Payload:**
+```json
+{
+  "event": "company.updated",
+  "timestamp": "2025-10-02T19:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "company": {
+      "id": 999,
+      "name": "Tech Startup Inc",
+      "domain": "newdomain.com",
+      "industry": "SaaS",
+      "updated_at": "2025-10-02T19:00:00Z"
+    },
+    "changes": {
+      "domain": { "old": "techstartup.com", "new": "newdomain.com" },
+      "industry": { "old": "Technology", "new": "SaaS" }
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "company.updated",
+  "timestamp": "2025-10-02T19:00:00Z",
+  "company_id": 999,
+  "name": "Tech Startup Inc",
+  "domain": "newdomain.com",
+  "industry": "SaaS",
+  "updated_at": "2025-10-02T19:00:00Z",
+  "changes": {
+    "domain": { "old": "techstartup.com", "new": "newdomain.com" },
+    "industry": { "old": "Technology", "new": "SaaS" }
+  },
+  "_raw": { /* original payload */ }
+}
+```
+
+---
+
+### 6. Company Deleted
+
+**Event:** `company.deleted`
+**When:** Company removed from Clientify
+
+**Input Payload:**
+```json
+{
+  "event": "company.deleted",
+  "timestamp": "2025-10-02T20:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "company": {
+      "id": 999,
+      "name": "Tech Startup Inc"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "company.deleted",
+  "timestamp": "2025-10-02T20:00:00Z",
+  "company_id": 999,
+  "name": "Tech Startup Inc",
+  "_raw": { /* original payload */ }
+}
+```
+
+---
+
+## 💼 Deal Triggers
+
+### 7. Deal Created
+
+**Event:** `deal.created`
+**When:** New deal/opportunity created
+
+**Input Payload:**
+```json
+{
+  "event": "deal.created",
+  "timestamp": "2025-10-02T21:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98765,
+      "title": "Enterprise License Sale",
+      "value": 50000,
+      "currency": "USD",
+      "contact_id": 12345,
+      "contact_name": "John Doe",
+      "company_id": 999,
+      "company_name": "Tech Startup Inc",
+      "pipeline_id": 1,
+      "pipeline_name": "Sales Pipeline",
+      "stage_id": 3,
+      "stage_name": "Proposal",
+      "created_at": "2025-10-02T21:00:00Z"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.created",
+  "timestamp": "2025-10-02T21:00:00Z",
+  "deal_id": 98765,
+  "title": "Enterprise License Sale",
+  "value": 50000,
+  "currency": "USD",
+  "contact_id": 12345,
+  "contact_name": "John Doe",
+  "company_id": 999,
+  "company_name": "Tech Startup Inc",
+  "pipeline_id": 1,
+  "pipeline_name": "Sales Pipeline",
+  "stage_id": 3,
+  "stage_name": "Proposal",
+  "created_at": "2025-10-02T21:00:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Access Data:** `{{$json.title}}`, `{{$json.value}}`, `{{$json.stage_name}}`
+
+---
+
+### 8. Deal Updated
+
+**Event:** `deal.updated`
+**When:** Deal details modified
+
+**Input Payload:**
+```json
+{
+  "event": "deal.updated",
+  "timestamp": "2025-10-02T22:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98765,
+      "title": "Enterprise License Sale",
+      "value": 60000,
+      "currency": "USD",
+      "stage_name": "Negotiation",
+      "updated_at": "2025-10-02T22:00:00Z"
+    },
+    "changes": {
+      "value": { "old": 50000, "new": 60000 },
+      "stage_name": { "old": "Proposal", "new": "Negotiation" }
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.updated",
+  "timestamp": "2025-10-02T22:00:00Z",
+  "deal_id": 98765,
+  "title": "Enterprise License Sale",
+  "value": 60000,
+  "currency": "USD",
+  "stage_name": "Negotiation",
+  "updated_at": "2025-10-02T22:00:00Z",
+  "changes": {
+    "value": { "old": 50000, "new": 60000 },
+    "stage_name": { "old": "Proposal", "new": "Negotiation" }
+  },
+  "_raw": { /* original payload */ }
+}
+```
+
+---
+
+### 9. Deal Won
+
+**Event:** `deal.won`
+**When:** Deal marked as won/closed successfully
+
+**Input Payload:**
+```json
+{
+  "event": "deal.won",
+  "timestamp": "2025-10-02T23:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98765,
+      "title": "Enterprise License Sale",
+      "value": 60000,
+      "currency": "USD",
+      "contact_id": 12345,
+      "contact_name": "John Doe",
+      "company_id": 999,
+      "company_name": "Tech Startup Inc",
+      "stage_name": "Won",
+      "won_at": "2025-10-02T23:00:00Z"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.won",
+  "timestamp": "2025-10-02T23:00:00Z",
+  "deal_id": 98765,
+  "title": "Enterprise License Sale",
+  "value": 60000,
+  "currency": "USD",
+  "contact_id": 12345,
+  "contact_name": "John Doe",
+  "company_id": 999,
+  "company_name": "Tech Startup Inc",
+  "stage_name": "Won",
+  "won_at": "2025-10-02T23:00:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Send celebration email, create onboarding task, post to Slack
+
+---
+
+### 10. Deal Lost
+
+**Event:** `deal.lost`
+**When:** Deal marked as lost/closed unsuccessfully
+
+**Input Payload:**
+```json
+{
+  "event": "deal.lost",
+  "timestamp": "2025-10-03T00:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98766,
+      "title": "SMB Deal",
+      "value": 5000,
+      "currency": "USD",
+      "contact_id": 12346,
+      "contact_name": "Jane Smith",
+      "stage_name": "Lost",
+      "lost_at": "2025-10-03T00:00:00Z",
+      "lost_reason": "Budget constraints"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.lost",
+  "timestamp": "2025-10-03T00:00:00Z",
+  "deal_id": 98766,
+  "title": "SMB Deal",
+  "value": 5000,
+  "currency": "USD",
+  "contact_id": 12346,
+  "contact_name": "Jane Smith",
+  "stage_name": "Lost",
+  "lost_at": "2025-10-03T00:00:00Z",
+  "lost_reason": "Budget constraints",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Add to nurture campaign, schedule follow-up in 6 months
+
+---
+
+### 11. Deal Stage Changed
+
+**Event:** `deal.stage_changed`
+**When:** Deal moves to different pipeline stage
+
+**Input Payload:**
+```json
+{
+  "event": "deal.stage_changed",
+  "timestamp": "2025-10-03T01:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98765,
+      "title": "Enterprise License Sale",
+      "value": 60000,
+      "stage_id": 4,
+      "stage_name": "Contract",
+      "previous_stage_id": 3,
+      "previous_stage_name": "Negotiation"
+    },
+    "changes": {
+      "stage_name": { "old": "Negotiation", "new": "Contract" }
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.stage_changed",
+  "timestamp": "2025-10-03T01:00:00Z",
+  "deal_id": 98765,
+  "title": "Enterprise License Sale",
+  "value": 60000,
+  "stage_id": 4,
+  "stage_name": "Contract",
+  "previous_stage_id": 3,
+  "previous_stage_name": "Negotiation",
+  "changes": {
+    "stage_name": { "old": "Negotiation", "new": "Contract" }
+  },
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Different actions per stage (Proposal → send pricing, Contract → generate document)
+
+---
+
+### 12. Deal Deleted
+
+**Event:** `deal.deleted`
+**When:** Deal removed from Clientify
+
+**Input Payload:**
+```json
+{
+  "event": "deal.deleted",
+  "timestamp": "2025-10-03T02:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "deal": {
+      "id": 98767,
+      "title": "Canceled Deal"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "deal.deleted",
+  "timestamp": "2025-10-03T02:00:00Z",
+  "deal_id": 98767,
+  "title": "Canceled Deal",
+  "_raw": { /* original payload */ }
+}
+```
+
+---
+
+## ✅ Task Triggers
+
+### 13. Task Created
+
+**Event:** `task.created`
+**When:** New task/activity created
+
+**Input Payload:**
+```json
+{
+  "event": "task.created",
+  "timestamp": "2025-10-03T03:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "task": {
+      "id": 5555,
+      "title": "Follow up with John Doe",
+      "description": "Discuss pricing options",
+      "type": "call",
+      "contact_id": 12345,
+      "contact_name": "John Doe",
+      "deal_id": 98765,
+      "deal_title": "Enterprise License Sale",
+      "assigned_to": "user_67890",
+      "assigned_to_name": "Sales Rep",
+      "due_date": "2025-10-05",
+      "created_at": "2025-10-03T03:00:00Z"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "task.created",
+  "timestamp": "2025-10-03T03:00:00Z",
+  "task_id": 5555,
+  "title": "Follow up with John Doe",
+  "description": "Discuss pricing options",
+  "type": "call",
+  "contact_id": 12345,
+  "contact_name": "John Doe",
+  "deal_id": 98765,
+  "deal_title": "Enterprise License Sale",
+  "assigned_to": "user_67890",
+  "assigned_to_name": "Sales Rep",
+  "due_date": "2025-10-05",
+  "created_at": "2025-10-03T03:00:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Add task to Google Calendar, send notification to assigned user
+
+---
+
+### 14. Task Completed
+
+**Event:** `task.completed`
+**When:** Task marked as completed
+
+**Input Payload:**
+```json
+{
+  "event": "task.completed",
+  "timestamp": "2025-10-03T04:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "task": {
+      "id": 5555,
+      "title": "Follow up with John Doe",
+      "type": "call",
+      "contact_id": 12345,
+      "contact_name": "John Doe",
+      "deal_id": 98765,
+      "assigned_to": "user_67890",
+      "assigned_to_name": "Sales Rep",
+      "completed_at": "2025-10-03T04:00:00Z"
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "task.completed",
+  "timestamp": "2025-10-03T04:00:00Z",
+  "task_id": 5555,
+  "title": "Follow up with John Doe",
+  "type": "call",
+  "contact_id": 12345,
+  "contact_name": "John Doe",
+  "deal_id": 98765,
+  "assigned_to": "user_67890",
+  "assigned_to_name": "Sales Rep",
+  "completed_at": "2025-10-03T04:00:00Z",
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Log activity in reporting system, update deal progress
+
+---
+
+### 15. Task Due Soon
+
+**Event:** `task.due_soon`
+**When:** Task approaching due date (configured in Clientify)
+
+**Input Payload:**
+```json
+{
+  "event": "task.due_soon",
+  "timestamp": "2025-10-03T05:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "task": {
+      "id": 5556,
+      "title": "Send proposal to Jane Smith",
+      "type": "email",
+      "contact_id": 12346,
+      "contact_name": "Jane Smith",
+      "assigned_to": "user_67890",
+      "assigned_to_name": "Sales Rep",
+      "due_date": "2025-10-04",
+      "hours_until_due": 23
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "task.due_soon",
+  "timestamp": "2025-10-03T05:00:00Z",
+  "task_id": 5556,
+  "title": "Send proposal to Jane Smith",
+  "type": "email",
+  "contact_id": 12346,
+  "contact_name": "Jane Smith",
+  "assigned_to": "user_67890",
+  "assigned_to_name": "Sales Rep",
+  "due_date": "2025-10-04",
+  "hours_until_due": 23,
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Send reminder to assigned user
+
+---
+
+### 16. Task Overdue
+
+**Event:** `task.overdue`
+**When:** Task passed due date without completion
+
+**Input Payload:**
+```json
+{
+  "event": "task.overdue",
+  "timestamp": "2025-10-03T06:00:00Z",
+  "account_id": "acc_12345",
+  "user_id": "user_67890",
+  "data": {
+    "task": {
+      "id": 5557,
+      "title": "Call prospect",
+      "type": "call",
+      "contact_id": 12347,
+      "contact_name": "Bob Johnson",
+      "assigned_to": "user_67891",
+      "assigned_to_name": "Sales Rep 2",
+      "due_date": "2025-10-02",
+      "days_overdue": 1
+    }
+  }
+}
+```
+
+**Output:**
+```json
+{
+  "event": "task.overdue",
+  "timestamp": "2025-10-03T06:00:00Z",
+  "task_id": 5557,
+  "title": "Call prospect",
+  "type": "call",
+  "contact_id": 12347,
+  "contact_name": "Bob Johnson",
+  "assigned_to": "user_67891",
+  "assigned_to_name": "Sales Rep 2",
+  "due_date": "2025-10-02",
+  "days_overdue": 1,
+  "_raw": { /* original payload */ }
+}
+```
+
+**Use Case:** Send urgent notification to manager, escalate task
+
+---
+
+## Quick Reference Table
+
+| # | Event | Type | Use Case |
+|---|-------|------|----------|
+| 1 | `contact.created` | Contact | Welcome email, create follow-up task |
+| 2 | `contact.updated` | Contact | Sync to external CRM, log changes |
+| 3 | `contact.deleted` | Contact | Archive data, remove from mailing lists |
+| 4 | `company.created` | Company | Research company, assign account manager |
+| 5 | `company.updated` | Company | Update external systems |
+| 6 | `company.deleted` | Company | Clean up related data |
+| 7 | `deal.created` | Deal | Notify sales team, create tasks |
+| 8 | `deal.updated` | Deal | Track changes, update forecasts |
+| 9 | `deal.won` | Deal | Send celebration, create invoice, onboard customer |
+| 10 | `deal.lost` | Deal | Add to nurture campaign, analyze loss reason |
+| 11 | `deal.stage_changed` | Deal | Stage-specific actions (pricing, contracts) |
+| 12 | `deal.deleted` | Deal | Log deletion, archive data |
+| 13 | `task.created` | Task | Add to calendar, notify assignee |
+| 14 | `task.completed` | Task | Log activity, update metrics |
+| 15 | `task.due_soon` | Task | Send reminder |
+| 16 | `task.overdue` | Task | Escalate to manager |
+
+---
+
+## Common Workflow Patterns
+
+### Pattern 1: Instant Notification
+```
+[Clientify Trigger: Deal Won] → [Slack: Post to #sales-wins]
+```
+
+### Pattern 2: Multi-Step Automation
+```
+[Clientify Trigger: Contact Created] → [Send Email] → [Create Task] → [Add to Mailchimp]
+```
+
+### Pattern 3: Conditional Logic
+```
+[Clientify Trigger: Deal Stage Changed] → [IF: stage = "Contract"] → [Generate PDF Contract]
+```
+
+### Pattern 4: Data Sync
+```
+[Clientify Trigger: Contact Updated] → [IF: email changed] → [HTTP: Update HubSpot]
+```
+
+---
+
+## Setup Instructions
+
+### 1. In n8n
+
+1. Add "Clientify Trigger" node
+2. Select event from dropdown
+3. Choose Clientify MCP credentials
+4. Save workflow
+5. **Activate workflow** (toggle ON)
+6. Click trigger node → Expand "Webhook URLs"
+7. Switch to "Production URL" tab
+8. **Copy the URL** (unique per workflow)
+
+### 2. In Clientify
+
+1. Go to Settings → Webhooks
+2. Click "Add Webhook"
+3. **Event:** Select matching event (e.g., "contact.created")
+4. **URL:** Paste n8n webhook URL
+5. **Status:** Active
+6. Save
+
+### 3. Test
+
+Create a contact/deal/task in Clientify → Check n8n executions → Verify workflow ran!
+
+---
+
+## Important Notes
+
+### Event Name Matching
+- n8n event: "Contact Created" = `contact.created`
+- Clientify must send: `"event": "contact.created"`
+- **Case-sensitive!**
+
+### Data Access in Workflows
+```javascript
+{{$json.first_name}}        // "John"
+{{$json.email}}             // "john@example.com"
+{{$json.value}}             // 50000 (for deals)
+{{$json.changes.email.old}} // Previous email (for updates)
+{{$json._raw}}              // Full original payload
+```
+
+### Webhook URL Requirements
+- Unique per workflow
+- Only works when workflow is ACTIVE
+- Recreating workflow = new URL
+- Must be publicly accessible (for production)
+
+---
+
+## Support
+
+- **Issues:** https://github.com/contacteitor/clientify_n8n/issues
+- **Email:** develop@clientify.com
+- **Docs:** https://mcp.clientify.com/docs
+
+---
+
+**Last Updated:** 2025-10-02
+**Package Version:** 0.2.0
+**Status:** ✅ Production Ready